JPMorgan Chase & Co
JPM- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000019617
In the last 90 days, JPMorgan Chase & Co insiders filed 0 open-market purchases and 2 sales; 5,158 institutions reported holding it in 13F filings for Q2 2026, worth $643.7B in total; 7 superinvestors hold it, including Viking Global Investors and Markel Group.
Other share classesAMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM
13F holders, Q4 2022
Institutional positions in JPMorgan Chase & Co as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,628
- +297 vs. Q3 2022
- Shares held
- 2.08B
- +55.1M (+2.7%) vs. Q3 2022
- Total value
- $278.3B
- +$66.7B (+31.5%) vs. Q3 2022
- New holders
- 424
- 1,518 more added
- Sold out
- 127
- 1,367 more reduced
64 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JPM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,595 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 17,202 | $2.32M | 0.79% | +17,202 | New |
| Register Financial Advisors LLC | 17,314 | $2.32M | 1.48% | +17,314 | New |
| Aldebaran Financial Inc. | 17,308 | $2.32M | 2.58% | −15−0.1% | Reduced |
| Magnolia Capital Advisors LLC | 17,302 | $2.32M | 1.54% | −641−3.6% | Reduced |
| Nicolet Bankshares Inc | 25,936 | $2.32M | 0.80% | −787−2.9% | Reduced |
| Essex Investment Management Co LLC | 17,272 | $2.32M | 0.36% | −633−3.5% | Reduced |
| Amplius Wealth Advisors, LLC | 17,241 | $2.31M | 0.37% | +997+6.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 17,231 | $2.31M | 0.91% | +274+1.6% | Added |
| Parkside Financial Bank & Trust | 17,216 | $2.31M | 0.67% | +590+3.5% | Added |
| Center for Financial Planning, Inc. | 17,204 | $2.31M | 0.56% | +167+1.0% | Added |
| Tranquility Partners, LLC | 17,193 | $2.31M | 1.17% | −14−0.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 17,144 | $2.30M | 0.87% | −56−0.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 17,103 | $2.29M | 1.58% | +310+1.8% | Added |
| Bull Street Advisors, LLC | 17,083 | $2.29M | 1.19% | +1,158+7.3% | Added |
| Midwest Professional Planners, LTD. | 16,973 | $2.28M | 1.26% | +759+4.7% | Added |
| Spreng Capital Management, Inc. | 16,940 | $2.27M | 1.96% | −1,000−5.6% | Reduced |
| River Street Advisors LLC | 16,912 | $2.27M | 2.43% | +16,912 | New |
| Guild Investment Management, Inc. | 16,875 | $2.26M | 3.87% | −630−3.6% | Reduced |
| Founders Financial Securities LLC | 16,865 | $2.26M | 0.36% | +8,646+105.2% | Added |
| Hollencrest Capital Management | 16,840 | $2.26M | 0.28% | +796+5.0% | Added |
| Moseley Investment Management Inc | 16,806 | $2.25M | 1.61% | +182+1.1% | Added |
| World Equity Group, Inc. | 16,805 | $2.25M | 0.53% | +445+2.7% | Added |
| Forza Wealth Management, LLC | 16,798 | $2.25M | 1.49% | +16,798 | New |
| CenterBook Partners LP | 16,791 | $2.25M | 0.37% | +8,211+95.7% | Added |
| RSM US Wealth Management LLC | 16,719 | $2.24M | 0.11% | +491+3.0% | Added |
| Bradley Mark J. | 16,692 | $2.24M | 1.99% | +16,692 | New |
| MRP Capital Investments, LLC | 16,662 | $2.23M | 2.47% | +16,662 | New |
| Benin Management CORP | 16,657 | $2.23M | 0.90% | +1,300+8.5% | Added |
| Game Creek Capital, LP | 16,625 | $2.23M | 1.42% | −2,625−13.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 16,579 | $2.22M | 0.67% | −821−4.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 16,564 | $2.22M | 0.46% | −2,581−13.5% | Reduced |
| Abundance Wealth Counselors | 16,552 | $2.22M | 0.60% | +441+2.7% | Added |
| Naviter Wealth, LLC | 15,929 | $2.22M | 0.61% | +3,029+23.5% | Added |
| First County Bank | 16,537 | $2.22M | 1.06% | +16,537 | New |
| Blue Edge Capital, LLC | 16,493 | $2.21M | 0.50% | +45+0.3% | Added |
| Canvas Wealth Advisors, LLC | 16,184 | $2.21M | 0.92% | −567−3.4% | Reduced |
| Boltwood Capital Management | 16,474 | $2.21M | 0.90% | −297−1.8% | Reduced |
| S.E.E.D. Planning Group LLC | 16,471 | $2.21M | 0.96% | +921+5.9% | Added |
| Weik Capital Management | 16,465 | $2.21M | 1.03% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 16,463 | $2.21M | 0.44% | +194+1.2% | Added |
| Institute for Wealth Management, LLC. | 16,436 | $2.20M | 0.47% | −1,505−8.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 16,433 | $2.20M | 1.05% | −35−0.2% | Reduced |
| Optimum Investment Advisors | 16,429 | $2.20M | 1.19% | −300−1.8% | Reduced |
| Ironwood Financial, llc | 16,377 | $2.20M | 0.68% | −624−3.7% | Reduced |
| Delta Asset Management LLC | 16,355 | $2.19M | 0.24% | +490+3.1% | Added |
| Peak Planning Group, LLC | 16,354 | $2.19M | 1.93% | +598+3.8% | Added |
| Slocum, Gordon & Co LLP | 16,340 | $2.19M | 1.41% | +16,340 | New |
| Worth Financial Advisory Group, LLC | 16,314 | $2.19M | 2.54% | +16,314 | New |
| Mission Creek Capital Partners, Inc. | 16,306 | $2.19M | 0.78% | +379+2.4% | Added |
| SkyView Investment Advisors, LLC | 16,293 | $2.19M | 0.66% | −2,070−11.3% | Reduced |
| Hirtle Callaghan & Co LLC | 16,276 | $2.18M | 0.13% | −43−0.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 16,272 | $2.18M | 0.49% | +1,247+8.3% | Added |
| Sittner & Nelson, LLC | 16,224 | $2.18M | 1.33% | +1,408+9.5% | Added |
| Providence Wealth Advisors, LLC | 16,036 | $2.17M | 1.61% | −98−0.6% | Reduced |
| Everhart Financial Group, Inc. | 16,140 | $2.16M | 1.09% | +1,654+11.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 16,089 | $2.16M | 0.38% | −2,175−11.9% | Reduced |
| Occidental Asset Management, LLC | 16,052 | $2.15M | 0.59% | +1,390+9.5% | Added |
| Oak Family Advisors, LLC | 16,041 | $2.15M | 1.15% | +2,708+20.3% | Added |
| Game Plan Financial Advisors, LLC | 16,024 | $2.15M | 1.77% | 00.0% | Unchanged |
| Trust Co | 15,946 | $2.14M | 0.35% | −266−1.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 15,921 | $2.14M | 0.95% | +1,294+8.8% | Added |
| Jeppson Wealth Management, LLC | 15,903 | $2.13M | 0.90% | −684−4.1% | Reduced |
| First Capital Advisors Group, LLC. | 15,880 | $2.13M | 1.44% | −2,070−11.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 15,856 | $2.13M | 0.04% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 15,803 | $2.12M | 0.33% | +1,421+9.9% | Added |
| Marex Group plc | 15,782 | $2.12M | 0.30% | +15,782 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,760 | $2.11M | 0.10% | +123+0.8% | Added |
| Mill Creek Capital Advisors, LLC | 15,758 | $2.11M | 0.09% | +15,758 | New |
| Aberdeen Wealth Management LLC | 15,714 | $2.11M | 1.59% | 00.0% | Unchanged |
| Gleason Group, Inc. | 15,686 | $2.10M | 0.66% | +125+0.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,679 | $2.10M | 0.55% | −698−4.3% | Reduced |
| SFMG, LLC | 15,672 | $2.10M | 0.23% | +100+0.6% | Added |
| All Terrain Financial Advisors, LLC | 15,611 | $2.09M | 1.06% | +147+1.0% | Added |
| WealthBridge Capital Management, LLC | 15,603 | $2.09M | 0.87% | −873−5.3% | Reduced |
| WT Wealth Management | 15,596 | $2.09M | 1.02% | −2,131−12.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 15,559 | $2.09M | 1.52% | +15,559 | New |
| High Net Worth Advisory Group LLC | 15,551 | $2.09M | 0.81% | −667−4.1% | Reduced |
| Paradigm Capital Management, LLC | 15,549 | $2.09M | 3.05% | −50.0% | Reduced |
| Caliber Wealth Management, LLC | 15,549 | $2.09M | 1.59% | +11+0.1% | Added |
| Trillium Asset Management, LLC | 15,531 | $2.08M | 0.06% | +2,730+21.3% | Added |
| Stonnington Group, LLC | 14,999 | $2.08M | 0.57% | −8,270−35.5% | Reduced |
| Autumn Glory Partners, LLC | 15,463 | $2.07M | 1.11% | +4,982+47.5% | Added |
| Rollins Financial | 15,443 | $2.07M | 0.79% | −458−2.9% | Reduced |
| Birmingham Capital Management Co Inc | 15,417 | $2.07M | 0.78% | +220+1.4% | Added |
| Warren Averett Asset Management, LLC | 15,403 | $2.07M | 0.11% | +951+6.6% | Added |
| Phillips Financial Management, LLC | 15,401 | $2.07M | 0.21% | +179+1.2% | Added |
| Missouri Trust & Investment Co | 15,331 | $2.06M | 1.23% | +53+0.3% | Added |
| Alaethes Wealth LLC | 15,327 | $2.06M | 1.41% | −5,788−27.4% | Reduced |
| Wolff Wiese Magana LLC | 15,326 | $2.06M | 1.76% | −152−1.0% | Reduced |
| Gryphon Financial Partners LLC | 15,322 | $2.05M | 0.50% | −1,711−10.0% | Reduced |
| Icon Wealth Advisors, LLC | 15,318 | $2.05M | 0.24% | −1,500−8.9% | Reduced |
| Guardian Capital LP | 15,255 | $2.05M | 0.07% | +2,000+15.1% | Added |
| Key Financial Inc | 19,464 | $2.03M | 0.96% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 15,165 | $2.03M | 0.48% | −3,475−18.6% | Reduced |
| Continental Advisors LLC | 15,135 | $2.03M | 1.93% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 15,125 | $2.03M | 1.11% | +15,125 | New |
| Roof Eidam & Maycock | 15,076 | $2.02M | 0.72% | +8+0.1% | Added |
| Carmignac Gestion | 15,000 | $2.01M | 0.04% | +5,000+50.0% | Added |
| True North Advisors, LLC | 14,973 | $2.01M | 0.68% | +699+4.9% | Added |
| Simon Quick Advisors, LLC | 14,950 | $2.00M | 0.24% | +3,590+31.6% | Added |